To-dos tab of Planner
3 min read - updated few hours ago
Types of To-do items:¶
Review and Submit an email¶
This happens when you select “Review email before sending” while creating your email type of a Step. Your option are “Send as planned”, “Send now” or “Reschedule”.
This happens when you have more than one representative of a same company in a sequence (identified by domain name of recipients email), and one of them replies. There is a control called "Create task on reply from same company" Setting of a Sequence to detect such occurrences. Here on the To-dos tab you can choose how you want to process replies from colleagues. You may *Finish* a *Sequence* for the contact with standard options: "Not Interested", "Success" or "Opt out". Alternatively you may *Dismiss* the fact that a colleague replied and then a *Sequence* will continue as planned.
Make a Call¶
When your sequence reaches a phone call type of a step, it appears here in To-dos for you to make the call per each recipient of a sequence. Use text editor to log a conversation if needed.
As a prerequisite, your Revenue Grid has to be set up with one of the providers.
By clicking Log, you'll be prompted to confirm the outcome of it in the poped-up dialog box and choose how to proceed from here.
Logging calls in Salesforce
Once logged, the call will appear in Salesforce on the prospect’s record after the next Revenue Inbox Synchronization session. Subject of the call will be “Successful call”, “Voice mail” or “No Reply” depending on what you choose as Result of the call above.
Refer to the color of the icon of the item, to get an idea right away if it is good time to call now. When it’s green, it means it’s a working day and working hour on the prospect’s side.
Alternatively, you may reschedule a step for the recipient by Pencil icon.
When a recipient reaches SMS type of a step, which is marked as “Review and personalize this step”, it appears here in To-dos for you to log SMS or to reschedule a step using Pencil icon.
Remove from sequence - unlist the recipient from the sequence at once
Skip - Skips current step and instead, executes the following step on current step's schedule
Mute - Mutes this step and proceeds to the following step without changes in the following steps' schedule
Finish options - mark the recipient with a corresponding Person Status and take the recipient to the finish of the sequence
When logged here, it also gets saved in SFDC automatically
Once logged, the SMS will appear in Salesforce on the prospect’s record after the next Revenue Inbox Synchronization session.
Log a Misc. type of a step¶
When a recipient reaches to a Misc. type of a step within a Sequence, you get a new To-do item to execute and log the action.
An action logged here, gets saved in SFDC as well
Once a Misc. type of a step gets processed on the Planner, the action gets logged to SFDC as a completed task.
Merge Field issue¶
This happens when you merge a field which is not populated in Salesforce, so Revenue Grid cannot auto-insert it into your email. Edit your message by removing the merge field or populate that field in Salesforce manually. Until you resolve the issue, a sequence for this prospect will be on hold.
When a recipient's owner changes in Salesforce, such item appears on the previous owner's To-do tab. A sequence will be paused for the recipient, until the previous owner decides how to proceed. The previous owner may *Finish* a *Sequence* for the contact with standard options: "Not Interested", "Success" or "Opt out"; or else, click *Continue sequence* button to proceed with the Sequence as planned.
When a recipients is a Lead in Salesforce, and he/she has been converted to a Contact in Salesforce, all sequences the recipient is engaged into will get paused for him/her and you will receive a new To-do item where you have to choose how to proceed: Finish the sequence with standard options (Success, Not interested, Opt-out), or Dismiss the item so the engagement will go on per sequence's order.
This is very unusual and shouldn't happen to you. Though if it does, contact us at [email protected]
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